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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,932 | $36,948-75.8% | $73,658-87.9% | $87,485-89.8% |
| Participation rate | 29.4% | 46.8%-17.4pp | 57.0%-27.6pp | 68.9%-39.5pp |
| Annual return | 47.91% | 28.64%+19.3pp | 29.72%+18.2pp | 26.06%+21.8pp |
| Employer contribution / active EE | $381 | $670-43.1% | $1,032-63.1% | $2,596-85.3% |
| Participant deferral / active EE | $424 | $1,379-69.2% | $2,062-79.4% | $4,274-90.1% |
| Admin fee / account holder | $413 | $2,531-83.7% | $3,357-87.7% | $7,775-94.7% |